Automation Mining
Find where AI will actually move the needle
What’s Included
Automation Roadmap
Findings & documentation from all Process Workshops
Prioritization Scorecard for each opportunity
ROI analysis for each opportunity
Change Management Plan
Statement of work for each opportunity
Automation Mining Success Stories
Our Process
Step 1
Questionnaire & Prework
We’ll set the stage for our time weeks together.
We’ll introduce AI with special emphasis placed on the importance of aligning AI with your Capabilities.
We’ll discuss key findings from the prework.
Step 2
Kickoff
We’ll use prework to validate whether perceived issues are individual pain points or shared, process-level problems—the focus of Automation Mining. We prioritize systemic bottlenecks, high-effort workflows, and error-prone processes, then align on which opportunities matter most and how they break into the right set of workshops, owners, and participants.
Step 3
Process Workshops
We’ll facilitate a detailed evaluation of how your processes work today and the future state you aspire to achieve. We will gain insights into your strengths, understand supporting processes and technology, identify opportunities for AI integration, and plan for necessary investments.
Step 4
Opportunities & Prioritization
We’ll take everything back up until this point to compile all AI opportunities that we’ll present to you for feedback. We’ll gather your feedback and assess priorities to each initiative based on the following criteria:
1. Strategic alignment
2. Cost Reduction / Revenue Expansion
3. Risk & Complexity
4. Operational Effectiveness / Alleviation of Pain
5. Stakeholder impact
6. Time to Value
7. Market Demand
8. Innovation / Competitive Advantage
9. Cost-Benefit
We’ll also do a Change Management exercise to determine and build the Change Management work plan.
Step 5
Opportunity Focus
We’ll narrow many opportunities to the 1–4 with the highest enterprise impact, determine whether additional workshops are needed, and concentrate effort on the highest bang-for-buck initiatives.
Step 6
Automation Roadmap Finalization & Deliverables
We’ll button everything up so your organization has a complete AI roadmap, the priorities, the change management plan, and everything you need as you head into implementation.
- AI Roadmap
- Findings & Documentation from all Process Workshops
- Change Management Plan
- Statements of Work for every AI Project
"Teammate AI's approach toward AI is spot on. AI is a tool for humans to enable better teamwork and build better client experiences."
— Dan Sulivan
Founder of Strategic Coach
— Dan Sulivan
Founder of Strategic Coach
On your mark, get set...
Learn More about Automation Mining
Who is it for?
Who should do Automation Mining?
- Companies who know they need AI but don't know where to start
- Companies searching for quick-win automation and AI opportunities
- Companies wanting to transform and automate their existing operations
Who should do Automation Mining?
- Companies in business for fewer than 3 years
- Companies doing a system-of-record implementation (new ERP, CRM)
- Companies hoping to build a new SaaS application from the ground-up.
Sounds like it’s for you?
Frequently asked questions
What is Automation Mining?
Automation Mining is a structured AI and automation discovery program that identifies where automation will create the greatest business impact. It focuses on process-level inefficiencies, bottlenecks, and high-effort workflows rather than isolated tasks.
Who is Automation Mining for?
It’s designed for organizations that want to leverage AI or automation but need clarity on where to start, what to prioritize, and how to build a practical roadmap.
How is Automation Mining different from a typical AI consultation?
What problems does Automation Mining solve?
Automation Mining helps businesses address:
Process bottlenecks
Error-prone workflows
Manual, repetitive activities
Poor system integration
Unclear automation priorities
What happens during the Automation Mining program?
The program typically includes:
Questionnaire & prework
Kickoff & alignment
Process workshops
Opportunity identification
Prioritization scorecard
Opportunity focus
AI roadmap finalization
What deliverables do we receive?
Deliverables often include:
Key findings & observations
Automation opportunity list
Prioritization scorecard
High-level process documentation
AI & automation roadmap
Statements of Work (if moving to implementation)
How long does Automation Mining take?
Most engagements run approximately 4–6 weeks depending on scope, availability of stakeholders, and workshop cadence.
Does Automation Mining require technical preparation?
No deep technical work is required. Stakeholders complete light prework (activity logs, technologies, pain points) to accelerate workshops.
How do you prioritize automation opportunities?
Opportunities are scored against criteria such as:
Strategic alignment
Cost reduction / revenue expansion
Risk & complexity
Stakeholder impact
Time to value
Cost-benefit
What happens after Automation Mining?
Organizations can proceed into implementation, Proofs of Concept (POCs), pilot projects, or phased development using the finalized roadmap.
Can we implement internally with our own developers?
Yes. The documentation and roadmap are designed to support either Teammate AI implementation or handoff to internal/external teams.
What types of automation are typically identified?
Common categories include:
Workflow automation
AI copilots
Document processing
Data integration & synchronization
Decision support systems
On your mark, get set...
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